This is also something that Joey should be pushing as well. Musk is a money guy, and these people are out to turn a profit. Economic nationalism is sometimes useful to a nation state, but one has to be driven by the passion to make ourselves invulnerable to supply chain fiascos and military cut offs. Think a blockade of Taiwan next year, maybe?
This takes vision and passion and US leadership ain't got that. You, JC, got that, but most pols are attorneys and not engineers.